Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,295
-$62,917 QoQ
Shares Held
1,977
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#3,512
of 3,872 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Financial Plan, Inc. holds $473,848 across 2 Oil & Gas Integrated names. XOM ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
1,977 | $270,295 | |
| 2 | CVX |
Chevron Corp
|
1,228 | $203,553 |
All Filings in XOM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,295 | 1,977 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $333,212 | 1,964 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $236,949 | 1,969 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||